Featured financial advisory firms*

Firms regulated by SCA

Abacus Financial Consultants

Established in 2013 | 8 advisers | 100% CII qualified members

Lump sum investments | Regular investments | Review of existing investments | Retirement planning | School fees planning

Mondial (Dubai) LLC

Established in 1988 | 15 advisers | 33% CII and 93% CISI qualified advisers

Financial planning | Mortgage advice | Portfolio management | Retirement planning | Wealth management

Firms regulated by Insurance Authority

Arlo Associates

Established in 2013

Retirement Planning | Estate and Tax Planning | Education Fee Planning | Investments | Medical and Personal Insurance

Avon Insurance Brokers L.L.C

Established in 1998

Financial Planning | Insurance Investment Advice | Portfolio management | Wealth Management

Holborn Assets

Established in 1999 | 141 advisers | 30% CII, 33% CISI and 39% LIBF qualified advisers

Inheritance Tax planning | Insurance Investment Advice | Lump Sum Investments | Mortgage advice | Offshore banking | Pension Portfolio Management | QROPS | Retirement Planning | Savings Plans | SIPPS | Wealth Management

Prosperity Insurance Brokerage LLC

Established in 2009 | 55 advisers | 45% CISI and 9% CII qualified members

Education Fee Planning (10,000-20,000 AED) | Insurance Investment Advice | Retirement Planning | Savings Plans

*We profile firms which are believed to focus on life assurance and savings, not firms involved in general insurance. We use best endeavours to ensure the information given by featured advisory firms is true and accurate

Supported by

Professional bodies

Investment management and insurance companies

Consulting firm

Professional bodies

Investment management and insurance companies

Consulting firm

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